CAC 40 Perf Jour Perf Ytd
7854.61 +0.87% +6.42%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 22.12%
H2O Moderato 20.66%
Ginjer Actifs 360 Grand Prix de la Finance 17.14%
Moneta Long Short 16.74%
BDL Rempart Grand Prix de la Finance 16.06%
R-co Valor Grand Prix de la Finance 12.06%
Claresco Allocation Flexible 11.21%
Clartan Valeurs 10.44%
Carmignac Patrimoine 9.92%
AXA WF Global Optimal Income 9.84%
ELEVA Global Multi Opportunities 9.30%
M&G (Lux) Dynamic Allocation Fund 9.22%
Dorval Convictions 8.20%
R-co Valor Balanced Grand Prix de la Finance 8.05%
VEGA Patrimoine ISR 7.15%
Sienna Diversifié Flexible Monde 7.09%
Exane Ceres 7.03%
ELEVA AR - Dynamic 6.93%
Eurose Grand Prix de la Finance 6.68%
Auris Diversified Beta 6.60%
Ofi Invest ESG MultiTrack 6.55%
Ruffer Total Return International 6.54%
Russell Inv. MAGS 6.50%
GIS Global Multi Asset Income 5.98%
Mandarine Solution 5.83%
BNY Mellon Global Real Return Fund (EUR) 5.12%
Elkano Global Fund 4.81%
Dorval Global Allocation 4.81%
Monocle Fund 4.29%
First Eagle Amundi International Fund 4.01%
DNCA Invest Evolutif 3.87%
Tikehau International Cross Assets 3.40%
Sycomore Next Generation 3.33%
Echiquier ARTY SRI Grand Prix de la Finance 3.13%
Trusteam Optimum 2.64%
Tailor Allocation Defensive Grand Prix de la Finance 2.47%
VEGA Euro Rendement ISR 1.58%
IDE Dynamic World Flexible 1.40%
VALBOA Exclusif 0.80%
Nova Dynamique 0.66%
ACATIS Value Event 0.04%
Gay-Lussac Europe Flex -1.57%
ODDO BHF Polaris Balanced -2.05%
Mansartis Investissements ISR -3.48%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 71.61%
Jupiter Financial Innovation 25.67%
R-co Thematic Blockchain Global Equity 18.49%
Piquemal Houghton Global Equities 16.97%
Digital Stars Europe 16.23%
Auris Gravity US Equity Fund 15.11%
Aperture European Innovation 14.92%
Tikehau European Sovereignty 13.79%
Candriam Equities L Robotics & Innovative Technology 11.91%
Sienna Actions Bas Carbone 10.43%
Carmignac Investissement Grand Prix de la Finance 10.27%
Athymis Industrie 4.0 9.30%
AXA Aedificandi 8.75%
Echiquier Artificial Intelligence Grand Prix de la Finance 8.58%
R-co Thematic Real Estate 7.81%
HMG Globetrotter 6.10%
Square Megatrends Champions 5.74%
Sycomore Sustainable Tech 4.90%
Fidelity Global Technology 3.69%
Groupama Global Active Equity 3.53%
Pictet - Digital 3.49%
EdR Fund Big Data Grand Prix de la Finance 3.41%
JPMorgan Funds - US Technology 3.22%
Groupama Global Disruption 3.10%
Franklin Technology Fund 3.09%
GIS Sycomore Ageing Population 2.13%
MS INVF Global Opportunity 2.10%
BNP Paribas Funds Disruptive Technology 2.04%
Sienna Actions Internationales 1.61%
FTGF ClearBridge Infrastructure Value 1.42%
Janus Henderson Horizon Global Sustainable Equity Fund 1.32%
ODDO BHF Artificial Intelligence 1.30%
Eurizon Fund Equity Innovation 0.76%
JPMorgan Funds - Global Dividend 0.61%
Mandarine Global Transition 0.33%
Pictet - Clean Energy Transition Grand Prix de la Finance 0.25%
Palatine Amérique -0.03%
Russell Inv. World Equity Fund -0.08%
Candriam Equities L Oncology -0.10%
BNP Paribas Aqua Grand Prix de la Finance -0.36%
DNCA Invest Beyond Semperosa -0.73%
CPR Invest Climate Action -0.78%
Echiquier World Equity Growth Grand Prix de la Finance -0.95%
Sanso Smart Climate Grand Prix de la Finance -1.11%
Covéa Ruptures -1.16%
Loomis Sayles U.S. Growth Equity -1.57%
Thematics AI and Robotics -1.57%
Echiquier Global Tech -1.70%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.84%
Thematics Water -2.86%
Comgest Monde Grand Prix de la Finance -3.09%
M&G (Lux) Global Dividend Fund -3.35%
Pictet - Water Grand Prix de la Finance -3.77%
Ofi Invest Grandes Marques -4.03%
Covéa Actions Monde -4.25%
Mirova Global Sustainable Equity -4.50%
Claresco USA -4.90%
Franklin U.S. Opportunities Fund -5.08%
Athymis Millennial -5.22%
JPMorgan Funds - America Equity -5.41%
FTGF Royce US Small Cap Opportunity Fund -5.48%
Pictet - Security -5.54%
CPR Global Disruptive Opportunities -5.91%
BNP Paribas US Small Cap -6.26%
Thematics Meta -6.36%
AXA WF Robotech -6.65%
ODDO BHF Global Equity Stars -6.80%
EdR Fund US Value -8.45%
EdR Fund Healthcare -8.55%
MS INVF Global Brands -9.80%
Franklin India Fund -13.32%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 8.98%
H2O Adagio 7.97%
Jupiter Merian Global Equity Absolute Return 7.72%
RAM European Market Neutral Equities 6.95%
BNP Paribas Global Absolute Return Bond 6.58%
Sienna Performance Absolue Défensif 6.50%
M&G (Lux) Episode Macro Fund 5.92%
Syquant Capital - Helium Selection 5.28%
Pictet TR - Atlas 4.90%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.18%
Cigogne UCITS Credit Opportunities 3.90%
AXA WF Euro Credit Total Return 3.40%
Fidelity Absolute Return Global Equity Fund 3.22%
Exane Pleiade 2.95%
Candriam Bonds Credit Alpha 1.93%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.23%
Articles Marché

Un nouvel outil de diagnostic et d'optimisation de portefeuille...

 

Face à un prospect ou dans le cadre d'un suivi client, une analyse des facteurs de risque et de performance est fondamentale dans tout audit de portefeuille.

 

Dans la vidéo ci-dessous, vous découvrirez comment Cristalbox vous permet d'effectuer rapidement un diagnostic de portefeuille, puis son optimisation.

 

Vous pouvez demander votre accès gratuit en cliquant ici.

 

Publié le jeudi 8 juillet 2021

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 51.38%
Axiom European Banks Equity Grand Prix de la Finance 44.90%
Indépendance Europe Small Grand Prix de la Finance 39.54%
Tailor Actions Avenir ISR 28.16%
IDE Dynamic Euro 22.93%
Uzès WWW Perf 21.83%
JPMorgan Euroland Dynamic 21.75%
Tocqueville Value Euro ISR 21.67%
Indépendance France Small & Mid Grand Prix de la Finance 20.39%
Groupama Opportunities Europe 20.33%
BDL Convictions Grand Prix de la Finance 20.31%
VALBOA Engagement ISR 18.08%
Quadrige France Smallcaps 17.91%
Moneta Multi Caps Grand Prix de la Finance 17.84%
DNCA Invest Archer Mid-Cap Europe 15.77%
Mandarine Premium Europe 14.44%
Richelieu Family 14.31%
Lazard Small Caps Euro 13.97%
Covéa Perspectives Entreprises 13.68%
R-co 4Change Net Zero Equity Euro 13.66%
Mandarine Europe Microcap 12.14%
Tocqueville Euro Equity ISR 11.86%
Groupama Avenir PME Europe 11.76%
Ecofi Smart Transition 11.58%
Sycomore Sélection Responsable 11.36%
Europe Income Family 10.93%
EdR SICAV Tricolore Convictions 10.72%
Gay-Lussac Microcaps Europe 8.54%
Sycomore Europe Happy @ Work 7.90%
HMG Découvertes 5.82%
Fidelity Europe 5.74%
Mirova Europe Environmental Equity 5.60%
Mandarine Unique 5.14%
ELEVA Leaders Small & Mid Cap Europe 4.94%
Norden SRI 4.53%
ADS Venn Collective Alpha Europe 3.75%
Dorval Drivers Europe 3.63%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.02%
VEGA France Opportunités ISR 1.82%
CPR Croissance Dynamique 1.47%
LFR Euro Développement Durable ISR 1.13%
Tocqueville Croissance Euro ISR 0.83%
Amplegest Pricing Power Grand Prix de la Finance -0.15%
VEGA Europe Convictions ISR -1.25%
Eiffel Nova Europe ISR -4.61%
DNCA Invest SRI Norden Europe -5.11%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.22%
ADS Venn Collective Alpha US -7.50%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 27.14%
Axiom Emerging Markets Corporate Bonds 6.53%
IVO Global High Yield 6.44%
IVO EM Corporate Debt UCITS 5.80%
Carmignac Portfolio Credit 5.67%
FTGF Brandywine Global Income Optimiser Fund 5.37%
Axiom Obligataire Grand Prix de la Finance 5.34%
LO Fallen Angels 5.34%
Income Euro Sélection 4.89%
IVO EM Corporate Debt Short Duration SRI 4.88%
Lazard Credit Fi SRI 4.69%
Jupiter Dynamic Bond 4.63%
Schelcher Global Yield 2028 4.37%
Omnibond 4.35%
La Française Credit Innovation 4.11%
Tikehau European High Yield 3.76%
DNCA Invest Credit Conviction 3.72%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.62%
Lazard Credit Opportunities SRI 3.58%
Axiom Short Duration Bond 3.57%
Alken Fund Income Opportunities 3.45%
Ofi Invest High Yield 2029 3.44%
R-co Conviction Credit Euro 3.43%
Ostrum SRI Crossover 3.38%
SLF (F) Opportunité High Yield 2028 3.35%
Ofi Invest Alpha Yield 3.29%
Tikehau 2029 3.27%
La Française Rendement Global 2028 3.15%
Pluvalca Credit Opportunities 2028 3.06%
Auris Investment Grade 2.99%
Tailor Credit 2028 2.92%
Tikehau 2027 2.86%
Tailor Crédit Rendement Cible 2.83%
Auris Euro Rendement 2.74%
Eiffel Rendement 2028 2.60%
M All Weather Bonds 2.51%
Mandarine Credit Opportunities 2.50%
Richelieu Euro Credit Unconstrained 2.34%
EdR Fund Bond Allocation 2.24%
Sanso Short Duration 1.19%
Epsilon Euro Bond 0.63%
LO Funds - Short-Term Money Market CHF 0.59%
Goldman Sachs Yen Liquid Reserves Fund Institutional -6.07%
AXA IM FIIS US Short Duration High Yield -8.38%
Amundi Cash USD -9.83%